|
1126
|
Sun Group Wealth Partners
Irvine,
California
|
$650K
|
–
|
–
|
–
|
|
|
1127
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$648K
|
-$6.32K
|
-13
|
-1%
|
|
|
1128
|
Bridges Investment Management
Omaha,
Nebraska
|
$647K
|
–
|
–
|
–
|
|
|
1129
|
Successful Portfolios
Clearwater,
Florida
|
$646K
|
–
|
–
|
–
|
|
|
1130
|
BluePath Capital Management
Atlanta,
Georgia
|
$642K
|
-$48.6K
|
-100
|
-9%
|
|
|
1131
|
Caption Management
Oklahoma City,
Oklahoma
|
$639K
|
-$1.46M
|
-3,000
|
-75%
|
|
|
1132
|
Boston Trust Walden
Boston,
Massachusetts
|
$639K
|
–
|
–
|
–
|
|
|
1133
|
Centurion Wealth Management
Mclean,
Virginia
|
$639K
|
–
|
–
|
–
|
|
|
1134
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$639K
|
–
|
–
|
–
|
|
|
1135
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$638K
|
+$2.59M
|
+5,323
|
+222%
|
|
|
1136
|
City National Bank of Florida
Miami,
Florida
|
$634K
|
+$90.9K
|
+187
|
+23%
|
|
|
1137
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$634K
|
-$614K
|
-1,263
|
-56%
|
|
|
1138
|
CMC Financial Group
Atlanta,
Georgia
|
$634K
|
+$482K
|
+992
|
New
|
|
|
1139
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$623K
|
-$15.1K
|
-31
|
-3%
|
|
|
1140
|
Klingman & Associates
New York
|
$621K
|
+$12.6K
|
+26
|
+3%
|
|
|
1141
|
TownSquare Capital
Provo,
Utah
|
$618K
|
+$471K
|
+968
|
New
|
|
|
1142
|
EFG International
Zurich,
|
$615K
|
+$248K
|
+510
|
+113%
|
|
|
1143
|
Texas Bank & Trust
Longview,
Texas
|
$613K
|
+$467K
|
+960
|
New
|
|
|
1144
|
Facet Wealth Inc
Baltimore,
Maryland
|
$611K
|
+$102K
|
+210
|
+28%
|
|
|
1145
|
Capstone Investment Advisors
New York
|
$608K
|
-$3.34M
|
-6,873
|
-88%
|
|
|
1146
|
Investment Research Partners
Lemont,
Pennsylvania
|
$607K
|
+$462K
|
+950
|
New
|
|
|
1147
|
OneFund LLC
Saint Petersburg,
Florida
|
$600K
|
+$486
|
+1
|
+0.1%
|
|
|
1148
|
Marotta Asset Management
Charlottesville,
Virginia
|
$598K
|
–
|
–
|
–
|
|
|
1149
|
Cogent Private Wealth
Orlando,
Florida
|
$598K
|
+$73.9K
|
+152
|
+19%
|
|
|
1150
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$595K
|
-$133K
|
-273
|
-23%
|
|
